Transaction types are identified in the API through the finTranTypeID. The id provides a short hand description of the transaction, with further details provided in the comment field.
Attribute | Description |
|---|---|
| A deposit |
| A withdrawal |
| A fee was deducted from the account. Fee types can include AUM and withdrawal fees |
| A cash journal was made from one account to another |
| A credit adjustment was made, generally used for returned ACH transactions |
| An interest adjustment |
| A security (stock/ETF/ADR) was bought |
| A security (stock/ETF/ADR) was sold |
| A merger or acquisition has taken place |
| A dividend payment |
| A tax withholding on a dividend |
| A tax withholding on a dividend for a non-resident alien |
| A stock price adjustment |
| A commission |
| Stock spinoff |
| Stock split/reverse stock split |
| ACATS cash delivery or receive |
| ACATS stock delivery or receive |
| Crypto Currency Purchase |
| Crypto Currency Sale |